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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,897 | $107,733-97.3% | $92,985-96.9% | $154,746-98.1% |
| Participation rate | 71.4% | 74.6%-3.1pp | 69.5%+1.9pp | 80.7%-9.3pp |
| Annual return | 29.56% | 30.39%-0.8pp | 27.99%+1.6pp | 172.34%-142.8pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,926 | $5,053-61.9% | $4,377-56.0% | $6,730-71.4% |
| Admin fee / account holder | $360 | $11,369-96.8% | $9,463-96.2% | $14,365-97.5% |